FWCM

Ferguson Wellman Capital Management Portfolio holdings

AUM $6.16B
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$21.8M
3
+$16M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
FDX icon
FedEx
FDX
+$13.6M

Top Sells

1
+$21.3M
2
+$19.6M
3
+$16.2M
4
JAH
JARDEN CORPORATION
JAH
+$15.8M
5
INGR icon
Ingredion
INGR
+$13.9M

Sector Composition

1 Financials 17.98%
2 Healthcare 13.55%
3 Energy 13.16%
4 Technology 11.07%
5 Industrials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$361K 0.02%
23,577
252
$356K 0.02%
5,750
-1,500
253
$352K 0.01%
9,367
254
$347K 0.01%
4,290
+290
255
$342K 0.01%
2,125
+140
256
$341K 0.01%
15,545
+1,145
257
$340K 0.01%
3,500
258
$334K 0.01%
10,371
-1,670
259
$332K 0.01%
+2,814
260
$327K 0.01%
3,172
+220
261
$325K 0.01%
4,375
262
$324K 0.01%
+6,198
263
$317K 0.01%
3,148
+160
264
$316K 0.01%
+2,045
265
$316K 0.01%
+2,751
266
$310K 0.01%
7,000
267
$307K 0.01%
3,700
268
$303K 0.01%
4,545
-3,540
269
$299K 0.01%
11,700
270
$299K 0.01%
12,949
-482
271
$296K 0.01%
2,375
-1,715
272
$296K 0.01%
8,740
273
$293K 0.01%
4,100
274
$282K 0.01%
3,940
-30
275
$280K 0.01%
+1,670
9 10
11
12 13